-18.3%
ABT vs AVTR
+17.0%
-35.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -5.0% | -2.0% | -3.0% | -4.8% |
| 30D | -5.8% | +8.1% | -13.9% | -6.5% |
| 3M | +16.7% | +54.2% | -37.5% | +12.2% |
| 6M | -5.2% | +82.6% | -87.8% | -10.1% |
| YTD | -16.0% | +29.8% | -45.8% | -18.6% |
| 1Y | -18.3% | +18.0% | -36.3% | -20.7% |
| All | -18.3% | +17.0% | -35.2% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AVTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling